Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

Axis Long Term Equity Direct Plan Growth

Equity
ELSS
5.0 star
INVEST NOW
cancel

Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
4.0 star
INVEST NOW
add_circle_outline

Add a fund

Axis Long Term Equity Direct Plan Growth

(-1.2%)

Aditya Birla Sun Life Tax Relief 96 Direct Growth

(5.0%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.89%0.91%-
NAV₹50.3 (29-Sep-2020)₹34.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹21,905Cr₹11,001Cr-
Returns
keyboard_arrow_up
1Y
-1.2%
5.0%
-
3Y
7.1%
4.3%
-
5Y
9.8%
9.6%
-
Pros & Cons
keyboard_arrow_up
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
-
Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
8.7%
Kotak Mahindra Bank Ltd.
7.3%
HDFC Bank Ltd.
7.3%
Tata Consultancy Services Ltd.
6.8%
Nestle India Ltd.
6.3%
Maruti Suzuki India Ltd.
6.1%
Info Edge (India) Ltd.
5.7%
Avenue Supermarts Ltd.
5.0%
Divi's Laboratories Ltd.
4.8%
Pidilite Industries Ltd.
4.4%
Name
Assets
Honeywell Automation India Ltd.
9.0%
Housing Development Finance Corpn. Ltd.
8.2%
Pfizer Ltd.
7.7%
Bayer CropScience Ltd.
7.1%
Kotak Mahindra Bank Ltd.
5.5%
Glaxosmithkline Pharmaceuticals Ltd.
5.2%
Reliance Industries Ltd - Partly Paid Equity
4.5%
Gillette India Ltd.
4.4%
Larsen & Toubro Ltd.
3.4%
Reliance Industries Ltd.
3.4%
-
Fund Manager
keyboard_arrow_up
Name
Jinesh Gopani
Ajay Garg
-
Education

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.

Mr. Garg is B.E (Electronics) and MBA (Finance).

-

Experience

Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

-

About Fund
keyboard_arrow_up
Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

-

Launch Date
04 Sep 2009
23 Dec 1994
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns